What's New

This page lists the latest improvements to FI Calc.

June 19, 2020

  • Search has been added to the guide website.

June 17, 2020

  • New guides have been introduced for each of the different withdrawal strategies. These are a first pass!

June 9, 2020

  • You can now view the end portfolio value of all simulations by clicking the largest portfolio value, smallest portfolio value, or "No. of $0 Portfolios" rows.

June 6, 2020

  • New charts have been introduced on the home page that display end portfolio and withdrawals quantiles.
  • Results now show years with excessively large end portfolios for "longevity" withdrawal strategies
  • The Summary on the results page is improved and now displayed for all withdrawal strategies

June 3, 2020

  • Analysis-based colors have returned to the simulation-by-year grid. There are two different analyses used based on the goals of the withdrawal strategy: one is for longevity (e.g.; Constant Dollar), and the other is for maximum spend (e.g.; VPW).

June 1, 2020

  • You can now specify cash in your portfolio.

May 31, 2020

  • You can now share and bookmark calculations using a URL. For more, refer to this guide.
  • New withdrawal strategy: Hebeler Autopilot II.

May 28, 2020

May 24, 2020

  • When appropriate, help dialogs now link out to the Guide.

May 22, 2020

  • Support glide path allocations in the Portfolio.
  • Support fees for bonds.

May 16, 2020

  • Withdrawal strategies are now organized into three groups based on their goals and behaviors:
    • Basic
    • Maximize Spend
    • Maximize Longevity

May 15, 2020

  • New withdrawal strategies:
    • Endowment Strategy
    • 1/N
    • Dynamic SWR

May 14, 2020

  • New withdrawal strategies:
    • VPW
    • CVPW

May 10, 2020

  • Introduces basic statistics for portfolios and withdrawals, such as median and standard deviation
  • The results page now lists years in descending order

May 9, 2020

  • The Guyton-Klinger withdrawal strategy now factors in the growth of bonds as well as stocks
  • CSV exports now include an additional field: the final portfolio value in first year dollars

May 8, 2020

  • Introduces support for bonds in your portfolio

May 3, 2020

  • The Constant Withdrawal strategy has been renamed to Constant Dollar

April 28, 2020

  • You can now hover or tap-and-hold on charts to view detailed information

April 23, 2020

  • CSV exports are more consistent between the overview and individual simulations, and now include more information